Purchases and Sales Made in Q4 2022 in American Centy ETF Tr Avantis (AVUS)
This table provides information about the institutional ownership of American Centy ETF Tr Avantis (AVUS) during Q4 2022. The information is specifically focused on institutions that hold shares of AMERICAN CENTY ETF TR AVANTIS .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q4 2022
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-20.8K- 10.05% |
$1.32M - $1.51M
|
186K
$18.3M
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-22.5K- 12.23% |
$1.42M - $1.64M
|
162K
$15.8M
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-37.5K- 14.87% |
$2.37M - $2.72M
|
215K
$21M
|
|
Aug 11, 2023
Q4 2022
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-60.7K- 75.99% |
$3.84M - $4.41M
|
19.2K
$1.88M
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-64K- 69.04% |
$4.05M - $4.66M
|
28.7K
$2.81M
|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-73.6K- 58.1% |
$4.66M - $5.35M
|
53.1K
$5.2M
|
|
Feb 06, 2023
Q4 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-453K- 51.17% |
$28.6M - $32.9M
|
432K
$42.3M
|